Survey Information
Reference Information
Insurance Arrangements
Generating Report is designed to allow you to obtain report data in a number of formats.
The formats available include chart reports with companion table reports and list reports for
detailed information.
This application will allow you to obtain a number of different reports. For each report you may be
able to customise the data used in generating the report by selecting reporting periods and the period type.
Navigation through Generating Report is performed by a wizard. The process of producing a report varies depending on your selections at each stage of the wizard. Following is the sequence of steps, note that a detailed explanation of each step is provided below.
| Report Category Selection | Report Category Selection allows you to select the category of report to produce. |
| Report Selection | Report Selection allows you to select the specific report to produce. |
| Group Selection* | Group Selection allows you to select the group on which to report. |
| Fixed Period Selection* | Fixed Period Selection allows you to select a specific period for your report. |
| Variable Period Selection* | Variable Period Selection allows you to define the required period for your report. |
| Format Selection* | Format Selection allows you to select the specific format for your report. |
| Report Confirmation | Report Confirmation allows you to confirm all of your selections and to generate the report. |
* Note: These steps are only required for certain report category and report selections |
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In addition to the standard buttons, Generating Report utilizes a new button in the Selection Confirmation:
GENERATE |
Generate and return the requested report |
The Report Category Selection allows you to select the appropriate category for your report. A category is a collection of reports associated by some common aspect. The categories are:
Survey Information
Review Information
Insurance Arrangements
Select the category of reports you wish to use and then select the NEXT button.
The Report Selection allows you to select the required report. The list of available reports
will vary depending on category selection.
Select the report you wish to use and then select the NEXT button.
The Group Selection allows you to select which group to report on. A group is defined as a
collection of one or more employers. Most groups contain a single employer.
Select the group you wish to report on and then select the NEXT button.
The Fixed Period Selection allows you to select the period for your report. The
availability of the Fixed Period Selection is dependent on category and report selection.
Normally you will select the period you wish to use and then select the NEXT button.
The Variable Period Selection allows you to define the period for a report by selecting a start and end date.
Select the start and end dates you wish to use and then select the NEXT button.
The Report Confirmation page is the final step in the wizard. It allows you to check all of
your selections prior to generating the report. If an incorrect setting is found then you
can return to the appropriate step using the PREVIOUS button. For some report formats you will
also have the option of compressing the report. This will reduce the size of the returned report,
making it quicker to download. To use compressed reports you must have a Zip utility such as WinZip.
Confirm selections and then select the GENERATE button.
NOTE: Due to the nature of Internet communication you may have to wait several minutes for
the report to arrive. The time you will need to wait will depend on the complexity and size of
the requested report, the speed of and amount of traffic on your Internet connection.
The Format Selection allows you to specify a particular format for your report. The
availability of the Format Selection and of the contained formats is dependent on the report selection.
The full set of available formats is listed below.
| HTML | Returns the selected report as an HTML file and (generally) displays it in a new browser window. |
| CSV | Returns the selected report as a CSV (Comma Seperated Values) file and (generally) prompts you to save the file to disk. This format will allow most spreadsheet products to open the file (including Microsoft Excel). Reports in this format may optionally be compressed, see Report Confirmation |
Select the format you wish to use and then select the NEXT button.
There are several types of reports:
| Charts | Shows a graphical chart representing the requested report data. Usually accompanied by a table report showing the data used to produce the chart. |
| Table Reports | Shows a table representing the requested report data. Used either as a cross tab report or as a companion to a chart report. |
| List Reports | Shows a list of detail level information representing the requested report. |
| Extract Reports | Shows a collection of detail level information representing the requested report, these reports are returned as CSV files due to the volume of data. |
How can I save a chart image to disk?
To save a chart image to your local disk, right click your mouse on the image (Windows machines) this will bring up a small menu. The menu should include an option to save the image to disk.
How can I save a table or list to disk?
To save the table or list page to disk, select the Save As option from the File menu of your Browser. If you save the page as html you will then be able to open the page using Microsoft Word or Excel and most of the formatting information will be preserved. However, if you need the raw data save the page as a Text file. For more information about saving files in your browser consult your IT staff.